ESTATE PLANNING ATTORNEY MARIETTA, GA

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Estate Planning – Services Range From $175 to $4,500

Our Legacy and Estate Planning Session is not your typical initial consultation. During your session, we guide you through estate planning and help you organize your assets and resources so you can finally relax about what you have and what protection you need. The session is a real working meeting where you will:

  • Choose the Right Guardians for Your Children
  • Get Your Financial House in Order and Keep it That Way.
  • Confirm You Are Making Smart Financial Choices About Things Like Saving for College, Keeping Your Money Safe, and Buying Life Insurance;
  • Ensure Your Kids (& Spouse) Are Prepared for Life Without You
  • Discover How To Legally Avoid ALL Estate Taxes & Keep Your Family Out of Court
  • Learn the Secret to Protecting Your Kids’ Inheritance From Lawsuits and Divorce
  • Discover How to Leave Your Loved Ones a Gift Far Greater Than All the Money in the World

The right Marietta estate planning lawyers are necessary to secure your legacy for your family after your demise. A skilled and experienced estate planning attorney from the office of Perigon Legal Services will provide counsel and advice on the legal process, estate planning matters, and wills settlement among family members and provide legal counsel during the probate process.

Here’s a brief overview of estate planning services provided by a lawyer.

  1. Drafting Wills and Trusts: In the estate planning process, the two essential elements are Wills and Trusts. A probate lawyer will help you navigate family law and prepare wills and trusts that will help you plan ahead.
  2. Advance Healthcare Directives and Power of Attorney: Living wills or advanced healthcare directives allow individuals to specify their healthcare preferences when needed. A power of attorney will enable individuals to appoint someone to make financial and legal decisions in case of incapacitation.

Other than these, estate planning services include asset protection, business succession planning, and probate and estate administration. Consult with a probate attorney to create a Georgia estate plan.

 

How to Schedule Your Legacy Planning Session

To start the process, schedule a legacy and estate planning session with one of the most knowledgeable lawyers in Marietta, GA, who is experienced in estate planning practice areas, including probate, estate administration, wills, trusts, and elder law legal matters.

  1. Call (770) 268-2475 and schedule your meeting. (This will usually be within a week after you contact us.)
  2. After you have scheduled your meeting, you must return your Personal Information Form within 24 hours before your scheduled appointment. The Form provides your attorney with the information necessary to make the session most valuable to you and your family.

 

What Happens at the Initial Meeting?

At your meeting with a top estate planning attorney, Marietta GA, which usually lasts 1-2 hours, we will review your concerns and goals and identify the best ways for you to ensure your legacy and financial security for your family. We will also look at making things as easy as possible for your loved ones after you are gone.

By the end of the meeting, you should understand your estate planning options, what they will cost, and whether Perigon Legal Services is the right law firm for you. If you decide we’re not a great fit, that’s okay! We will refer you to another estate planning lawyer that better fits your goals.

 

What Attorney Will You Meet With?

All potential clients meet with Perigon Legal Services founder Stan Faulkner. Born and raised in St. Louis, Missouri, Stan has practiced law for over 18 years, and in that time, he’s helped hundreds of families achieve peace of mind through estate planning. With so many years of experience in estate planning and related practice areas, it’s safe to say this is his passion. You can learn more about Stan here.

Call to schedule your Legacy and Estate Planning Session today!

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HOW WE’RE DIFFERENT

“Many aspects make Stan Faulkner of Perigon Legal Services different than other firms. As a knowledgeable advocate and litigator with 15 years of experience, Mr. Faulkner has held bar licenses in Connecticut, Illinois, Missouri, and Georgia. He has appeared in the Court of Appeals in Illinois and Missouri and successfully prosecuted in federal and state courts.

He uses his skill and experience to help people in business and contract disagreements and probate law matters, including guardianships and conservatorships. As one of the most esteemed Marietta estate lawyers, he is determined to serve his clients’ legal needs.

 

Let Us Show You the Difference

We speak differently than most estate planning attorneys in Marietta, GA; we talk more like you than most colleagues. That’s because we are you — first and foremost, we are entrepreneurs, business owners, and families just like you who understand what it takes to start a business, grow a business, do business succession planning, and turn that business into a venture that improves the world forever.

In the typical estate planning experience, you’ll often meet with an estate planning lawyer who will speak in “legal-ese,” over-complicate things, and confuse you. You’ll get the idea your estate planning lawyer is competent and seems to know what they are doing, so you’ll nod and answer questions as if you understand everything. Because you want to do the right thing for your family and business, you’ll have the lawyer prepare and sign the documents, feeling relieved that you got THAT taken care of.

Our clients have a far different experience. We realize that every one of our clients has different objectives. We take great pride in giving each of our clients individualized representation and laying out all the possible outcomes of a case. No one’s case is the same as the next, and we are dedicated to helping you understand the laws that affect your particular case.

ESTATE PLANNING SERVICES

When you are ready to contact will lawyers in Marietta, GA, for estate planning services, our thoughtful estate planning packages provide varying levels of protection suited to your unique goals and needs.

BASIC WILL PACKAGE

Does Not Include Probate Avoidance, Power of Attorney, or Advance Directive.

 

PREMIUM WILL PLAN

Includes Testamentary Trust, Guardianship, Power of Attorney, and Advance Directive.

 

REVOCABLE LIVING TRUST PLUS

Includes Deed and Asset Transfer, Power of Attorney, and Advance Directive.

BASIC WILL PLUS

Includes Power of Attorney and Advance Directive.

 

REVOCABLE LIVING TRUST

Includes Deed and Asset Transfer, Power of Attorney, and Advance Directive.

 

PREMIUM TRUST PLAN

Includes Sub Trusts, Guardianship, Deed and Asset Transfer, Power of Attorney, and Advance Directive.

ADDRESSING COMMON CONCERNS AND MISCONCEPTIONS ABOUT ESTATE PLANNING

Estate planning often conjures images of wealthy individuals crafting elaborate schemes to distribute their vast fortunes. However, this perception couldn’t be further from the truth.

The True Purpose of Estate Planning

In reality, estate planning is a crucial step for anyone wishing to ensure their wishes are honored and their loved ones are cared for, regardless of the size of their estate. A common misconception is that estate planning is only about distributing assets after death, but it also encompasses decisions about guardianship, healthcare directives, and power of attorney, which are vital during unforeseen life events.

Statistics show that over half of Americans over the age of 55 do not have a will, a startling figure that highlights the widespread neglect of estate planning. This oversight can lead to unnecessary stress and conflict among surviving family members, as well as potential legal battles that can erode the estate’s value. Estate planning is not a one-time task but an ongoing process that should be revisited with life’s changes, such as marriage, the birth of children, or the acquisition of significant assets.

By dispelling these myths and understanding the true scope and importance of estate planning, individuals can take proactive steps to protect their legacy and ensure their wishes are fulfilled.

WILLS AND TRUST

Marietta estate planning attorneys can explain the distinction between wills and trusts to protect your interests. Where a will requires a probate period, a trust goes into effect immediately after the testator’s death.

Trust enables the “trustee” to oversee the testator’s estate upon death and lasts until the funds are gone or the trustee’s death. Although a handwritten will or one that uses an online will template is often legally binding, an attorney must prepare a trust. The right Georgia estate planning lawyer can advise you of your options. If you want to set up a living trust to guarantee your estate plans are secure and adhered to, you need a skilled lawyer.

Draft Your Most Important Documents

Do you need help writing a will or trust? If so, contact Perigon Legal Services, LLC. Stan Faulkner excels at drafting wills for clients throughout the region. By composing an ironclad, error-free will or trust, you’ll help your heirs avoid the delays and complications of an extended probate ordeal.

Stan Faulkner can help you:

  • Decide what will happen to your assets after you’ve passed away.
  • Choose which of your heirs will receive your most valuable property.
  • Leave a positive legacy for your loved ones.

As a skilled Marietta estate planning attorney, Stan can provide you with the documents needed to meet your goals. Call 770-268-2475 to request a Legacy Planning Session.

 

Form a Trust with Estate Lawyers Marietta GA

If you want to majorly impact your assets and property, forming a trust is the way to do it. The trust attorneys in Marietta, GA, at Perigon Legal Services, will make the process easy. Call 770-268-2475 today to schedule a Legacy Planning Session.

GUARDIANSHIP

A guardianship in GA is a vital legal tool that permits a person or government entity to make choices for another individual. In Georgia, guardianship is the legal process by which a person (or state entity) petitions the court for the right to act as the guardian for someone they deem incapable of taking care of him or herself.

Once the guardianship has been granted, the “ward” no longer has the right to make their own decisions. Therefore, courts carefully determine whether the individual cannot take care of themself and that this step is in their best interest. A guardianship attorney or a special needs trust attorney in Marietta, GA, understands how to advise and represent their clients in various Georgia estate planning matters and related practice areas.

 

Tackling Guardianship Cases Since 2001

Is one of your family members mentally disabled? What can you do to make sure their affairs are taken care of? Hire Marietta estate planning attorney Stan Faulkner at Perigon Legal Services, LLC, to establish guardianship.

Our lead attorney for Will in Marietta, GA, has years of experience helping Atlanta and Marietta’s residents do estate planning and plan for the future of their estates. He can help you do the same for your loved one. He’ll present a prepared estate planning case for the court so you have the best chance at your desired outcome. Get in touch with us today to make your request.

Legal Guardianship in Georgia

A qualified and knowledgeable lawyer for guardianship in Georgia can simplify the process. Although you do not require a lawyer to petition for guardianship, a special needs trust attorney in Marietta, GA, can provide valuable insight and legal advice. They can offer reasonable expectations and enhance the likelihood of obtaining guardianship, primarily if it is protested. Plus, they can represent you, reducing the required time, energy, and cost.

 

We’ll Prove Guardianship Is the Only Way

For the court to grant your petition of guardianship, you must prove guardianship is the only option to meet your loved one’s needs. Our Marietta, Georgia, estate planning lawyer will help you build a case to prove the alternatives to guardianship will not work for your loved one. Some other options for guardianship for financial decisions include:

  • Power of attorney

  • A substitute payee for public benefits

  • Informal arrangements

  • Joint title on bank accounts and other property

  • Living trusts

If none of those alternative options work for you, contact Legal Services, LLC, to start the court process.

CONSERVATORSHIP

A conservatorship is where one person (the conservator) is given control over the financial matters of another incapacitated person, referred to as a “ward.” The conservator has no authority over the ward’s personal affairs, however. Some of their responsibilities include planning a budget, paying the bills, filing taxes, and overseeing the ward’s financial investments.

In Georgia, petitioning to become a conservator is complex and lengthy. Since a ward has severely reduced personal rights regarding monetary decision-making, the courts strive to determine that this step is in their best interest. To improve your outcome, retaining an experienced attorney in estate planning, elder law, guardianship, and conservatorship hearings is wise.

Take Over Your Elderly Parent’s Financial Responsibilities

When you need to establish a conservatorship over a family member, an elder law attorney, Marietta GA at Perigon Legal Services, LLC, can guide you through the process. Our lead Marietta estate planning and elder law attorney, Stan Faulkner, knows how difficult it can be to manage the finances of an elderly or dependent family member on top of your own. He’s been helping families in similar situations in Atlanta and Marietta, Georgia, since 2001, and he’d be happy to pass his knowledge to you.

Don’t let your elderly or disabled family members lead themselves to financial ruin. Call our offices today at 770-268-2475 to discuss your options.

 

Who Can File For Conservatorship?

Many people interested in the financial or medical well-being of an elderly or disabled person can file for a conservatorship. You can file if you’re a:

  • Spouse or domestic partner of the proposed conservatee.

  • Relative to the proposed conservatee.

  • State, local entity, or agency.

  • Friend of the proposed conservatee.

The proposed conservatee can also file for conservatorship for themselves. One of the top estate planning, will, and elder law attorneys in Marietta, GA, can advise you of your options. If you’re ready to take over the finances or medical care of a loved one, contact us today.

Why Choose Perigon Legal Services, LLC?

At Perigon Legal Services, LLC, we understand that making decisions about your loved one’s future can be daunting. That’s why we’re here to help guide you through the entire process, from start to finish.

With over 20 years of experience in estate planning, elder law, and guardianship and conservatorship matters, our lead attorney Stan Faulkner has the knowledge and skills necessary to represent your interests successfully.

We take a client-focused approach and carefully listen to your concerns and goals. We aim to provide personalized, practical, and trustworthy legal advice to help you make the best decisions for your family’s future.

Let Us Help You

Life can surprise people every day. Those who die without developing a Georgia estate plan would have their estate go through a probate process, and their children, grandchildren, or other family members potentially may not be taken care of properly.

On the other hand, many people don’t consider they have considerable property, so they think an estate planning process is unnecessary in their case. However, the estate planning process is for anyone who would like to ensure their family members are taken care of after they’re deceased.

An experienced estate planning attorney skilled in several areas, including estate administration and elder law, would be the wisest choice. Stan Faulkner of Perigon Legal Services is one of those attorneys, and he can help you create an individualized estate plan. Among the services we offer are:

  • Will and trust drafting
  • Trust Administration
  • Probate litigation
  • Guardianship and conservatorship proceedings

Stan Faulkner is well-experienced in elder law, estate planning, and trust administration. He serves clients in the Atlanta Metro area interested in wills, probate, and estate planning; his office is in Marietta, GA. Contact our offices today to schedule your appointment with Stan. Our number is 770-268-2475.

Frequently Asked Questions (FAQs) About Estate Planning

 

What Is Estate Planning and Who Needs It?

Estate planning involves preparing tasks that serve to manage an individual’s asset base in the event of incapacitation or death. This includes the bequeathing of assets to heirs and the settlement of estate taxes. Most experts agree that estate planning is essential for everyone, regardless of the size of your estate or age.

 

What Happens if I Don’t Have an Estate Plan?

Without an estate plan, state laws dictate how your assets are distributed upon death, which can lead to long, costly probate processes and might not reflect your wishes. This uncertainty can be especially troubling for unmarried partners and non-traditional families not recognized under default state laws.

 

Are Wills and Trusts My Only Options for Estate Planning?

While wills and trusts are foundational components, estate planning can also include health care directives, power of attorney assignments, and more sophisticated structures like family limited partnerships and charitable trusts, depending on the complexity of your assets and goals.

 

How Often Should I Update My Estate Plan?

It’s wise to review and possibly update your estate plan every three to five years or after significant life events like marriage, divorce, the birth of a child, or the death of a beneficiary.